CIK: 0000757657
申告総資産額
$79.9億
上位200銘柄を表示中（全1236銘柄）
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.29% | -0.17% | -4.06% | |
| 2 | AAPL | Apple INC | 株式-IT | 2.63% | -0.24% | -1.70% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 1.87% | -0.41% | +1.22% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.81% | -0.15% | -3.62% | |
| 5 | WMT | Walmart INC | 株式-生活必需品 | 1.74% | +0.40% | +0.87% | |
| 6 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.72% | -0.07% | -9.75% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.58% | -0.31% | -6.29% | |
| 8 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 1.51% | -0.23% | -0.85% | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.35% | -0.11% | -0.83% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.32% | — | -2.65% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.29% | -0.10% | -9.43% | |
| 12 | NVDA | Nvidia CORP | 株式-IT | 1.12% | — | +3.59% | |
| 13 | AVGO | Broadcom INC | 株式-IT | 0.98% | -0.14% | -4.74% | |
| 14 | VTV | Vanguard Value ETF | ETF-その他 | 0.95% | — | -0.08% | |
| 15 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.92% | -0.10% | +8.21% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.88% | — | +5.10% | |
| 17 | AMLP | Alerian Mlp ETF | ETF-その他 | 0.81% | +0.08% | -1.48% | |
| 18 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.78% | -0.17% | -2.31% | |
| 19 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.76% | — | -21.61% | |
| 20 | MA | Mastercard INC - A | 株式-金融 | 0.73% | -0.08% | +0.73% | |
| 21 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.72% | — | +15.61% | |
| 22 | VUG | Vanguard Growth ETF | ETF-その他 | 0.72% | — | -1.48% | |
| 23 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.72% | — | -5.42% | |
| 24 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.71% | — | -8.14% | |
| 25 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.68% | — | +2.03% | |
| 26 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.65% | -0.10% | +0.63% | |
| 27 | CVX | Chevron CORP | 株式-エネルギー | 0.65% | +0.20% | +5.35% | |
| 28 | OBDC | Blue Owl Capital CORP | 株式-金融 | 0.64% | — | -10.10% | |
| 29 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.64% | — | -15.43% | |
| 30 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 0.62% | — | -3.02% | |
| 31 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.61% | +0.13% | +0.39% | |
| 32 | V | Visa Inc-class A Shares | 株式-金融 | 0.60% | -0.08% | -8.48% | |
| 33 | BX | Blackstone INC | 株式-金融 | 0.60% | -0.15% | -14.84% | |
| 34 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.57% | — | +1.00% | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.56% | — | -13.97% | |
| 36 | KRUS | Kura Sushi USA Inc-class A | 株式-その他 | 0.55% | +0.42% | -2.51% | |
| 37 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.53% | — | -4.55% | |
| 38 | DUK | Duke Energy CORP | 株式-公益事業 | 0.53% | +0.12% | +6.58% | |
| 39 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 0.51% | — | -2.24% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.50% | — | -6.48% | |
| 41 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.50% | — | -12.88% | |
| 42 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.49% | — | +12.20% | |
| 43 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.49% | — | +0.18% | |
| 44 | VRP | Invesco Variable Rate Prefer | ETF-その他 | 0.49% | — | -3.76% | |
| 45 | GS | Goldman Sachs Group INC | 株式-金融 | 0.48% | — | +1.95% | |
| 46 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 0.48% | — | +4.30% | |
| 47 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.47% | — | -0.81% | |
| 48 | CSCO | Cisco Systems INC | 株式-IT | 0.46% | — | +0.72% | |
| 49 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.46% | — | -6.71% | |
| 50 | IOO | Ishares Global 100 ETF | ETF-その他 | 0.46% | — | -15.00% |